Special Opportunity for Charitable IRA Rollover Gifts

H.R.8, the “American Taxpayer Relief Act” provides a special opportunity for Charitable IRA Rollover Gifts in 2012 if they are made in January of 2013.  The new tax law which has been signed by the President extends the Charitable IRA Rollover through December 31, 2013. This means that Donors age 70 and ½ or older …

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Income Taxes – A Long Road Traveled

As news comes in this morning of our almost leap over the fiscal cliff, you may ask, “How did we get here and has it always been this complicated?” Well, President Lincoln signed the first revenue-raising measure to help pay Civil War expenses in 1862.  The measure created a Commissioner of Internal Revenue and the nation’s first …

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